Karen has been my financial advisor for over 6 years. She has always kept me informed, listened to my needs and wants, but stayed strong with her expert advice and direction for my portfolio. She has overseen my portfolio through several market ups and downs (including the pandemic), and I have always been impressed with the results. She is constantly staying up-to-date with the industry, and recommends changes and adjustments when she believes the changes to be prudent.
Karen and her team have always been available to answer pretty much any financial question I have had. She has found an expert to answer my questions, when she does not have the answer herself. On several occasions she has gone out of her way to assist me with something that is not in her job description.
She is, quite simply, an excellent person who truly cares. I absolutely trust her with my life saving.
